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HEES

H&E Equipment Services
HEES

Delisted

HEES was delisted on the 30th of May, 2025.

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198 hedge funds and large institutions have $1.51B invested in H&E Equipment Services in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 74 increasing their positions, 64 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $3.89M | Put options by funds: $2.41M

16% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 64

7% more capital invested

Capital invested by funds: $1.41B → $1.51B (+$95.8M)

4.75% more ownership

Funds ownership: 79.24% → 84% (+4.8%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

12% less funds holding

Funds holding: 225 → 198 (-27)

46% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 50

Holders
198
Holders Change
-27
Holders Change %
-12%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
27
Increased
74
Reduced
64
Closed
50
Calls
$3.89M
Puts
$2.41M
Net Calls
+$1.48M
Net Calls Change
-$2.17M

Top Buyers

1
WHG
Westwood Holdings Group
Texas
+$44.8M
2
Victory Capital Management
Victory Capital Management
Texas
+$34.8M
3
VNIM
Vaughan Nelson Investment Management
Texas
+$32M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$22.6M
5
UBS Group
UBS Group
Switzerland
+$17.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$17.6M
2
GC
Guggenheim Capital
Illinois
-$11.1M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$10.3M
4
LC
Loews Corp
New York
-$8.54M
5
ClearBridge Investments
ClearBridge Investments
New York
-$8.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
Handelsbanken Fonder
126
Handelsbanken Fonder
Sweden
$325K +$54.5K +1,000 +18%
KK
127
KLP Kapitalforvaltning
Norway
$313K +$349K +6,400 New
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$304K – – –
Commonwealth Equity Services
129
Commonwealth Equity Services
Massachusetts
$299K +$43.5K +799 +15%
AP
130
Americana Partners
Texas
$285K +$436 +8 +0.1%
WSFS
131
Wilmington Savings Fund Society
Delaware
$280K -$10.5K -192 -3%
Jane Street
132
Jane Street
New York
$278K -$1.15M -21,123 -79%
Creative Planning
133
Creative Planning
Kansas
$270K +$16.2K +298 +6%
Assenagon Asset Management
134
Assenagon Asset Management
Luxembourg
$264K -$10.3M -188,712 -97%
DekaBank Deutsche Girozentrale
135
DekaBank Deutsche Girozentrale
Germany
$252K – – –
Pictet Asset Management
136
Pictet Asset Management
Switzerland
$227K – – –
LMKC
137
L.M. Kohn & Company
Ohio
$218K – – –
Tudor Investment Corp
138
Tudor Investment Corp
Connecticut
$211K -$2.49M -45,799 -91%
Axa
139
Axa
France
$211K -$125K -2,300 -35%
SAM
140
Shell Asset Management
Netherlands
$202K – – –
CIBC Private Wealth Group
141
CIBC Private Wealth Group
Georgia
$190K +$63.5K +1,166 +39%
AIP
142
Ameritas Investment Partners
Nebraska
$157K – – –
ARMT
143
Amica Retiree Medical Trust
Rhode Island
$93K – – –
Fidelity Investments
144
Fidelity Investments
Massachusetts
$92.2K +$15.3K +281 +18%
MAM
145
Meeder Asset Management
Ohio
$71.1K +$12K +220 +18%
Osaic Holdings
146
Osaic Holdings
Arizona
$59.2K -$65.6K -1,204 -50%
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$58.9K -$54 -1 -0.1%
AB
148
Amalgamated Bank
New York
$55K – – –
N
149
Natixis
France
$54.8K -$762 -14 -1%
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$49K +$1.52K +28 +3%
4 5
6
7 8

HEES Hedge Fund Activity: Q4 2024 in Review

198 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q4 2024, worth a combined $1.51B — up 6.8% from $1.41B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of HEES and 27 opened new positions — a net loss of 23 holders — while 64 trimmed existing stakes and 74 added.

The largest buyer was Westwood Holdings Group, adding an estimated $44.8M. The largest seller was Morgan Stanley, cutting an estimated $17.6M.

  • 198 institutional investors held H&E Equipment Services (HEES) as of Q4 2024, down from 225 in Q3 2024.
  • Funds reported $1.51B of H&E Equipment Services stock for Q4 2024, up 6.8% quarter-over-quarter.
  • 27 funds opened new H&E Equipment Services positions in Q4 2024 and 50 closed out, a net change of -23 holders.
  • The largest H&E Equipment Services buyer in Q4 2024 was Westwood Holdings Group, an estimated $44.8M added.
  • The largest H&E Equipment Services seller in Q4 2024 was Morgan Stanley, an estimated $17.6M sold.

Based on aggregated 13F filings for Q4 2024.